From Setup to Success in 3 Simple Steps

The 3-Step Process

1

Connect & Customize (Day 1)

We integrate with existing systems in under 48 hours

Our team connects Revenue With AI to your phone system, CRM, calendar, and website. We customize the AI to understand your business, products, pricing, and qualifying questions—ensuring every conversation sounds authentic and on-brand.

What we connect:

  • Your business phone number
  • CRM (Salesforce, HubSpot, Zoho, Pipedrive, or custom)
  • Calendar system (Google, Outlook, Calendly)
  • Website forms and chat widgets
  • Text messaging platform
2

Test & Train (Days 2-3)

We perfect the AI with your input before going live

Before handling real customer conversations, we run the AI through dozens of test scenarios based on your actual customer interactions. You review conversations, provide feedback, and we refine the responses until they're perfect.

What we test:

  • Lead qualification questions
  • Appointment booking flows
  • Objection handling
  • Escalation triggers (when to involve your team)
  • Brand voice and tone
3

Launch & Optimize (Day 4+)

Go live and watch your response times drop to under 2 minutes

Once you approve the setup, we flip the switch and AI starts responding to every lead instantly. We monitor performance closely during the first week, making real-time adjustments to maximize conversions. You'll see detailed analytics daily.

What happens:

  • AI responds to all new leads within 60 seconds
  • Qualified prospects get booked directly to your calendar
  • Your team receives instant notifications for high-priority leads
  • Performance dashboard updates in real-time
  • Weekly optimization calls for the first month